Anic Equity¶
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Total return since start: 0.567 %¶
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Equity now: -----------------------------> 47860.13 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46465.25 Kr¶
PnL: ---------------------------------------> -423.32 Kr¶
DD now: ---------------------------------> -1.583 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 12:19:58.843077'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 2.260000 | 2856.000000 | 220.000000 | 8.350000 | 2636.000010 |
| Beijer Electronics Group | 26 | -0.830000 | 3109.600000 | 138.600000 | 4.670000 | 2971.000006 |
| Corem Property Group B | 59 | 3.210000 | 663.750000 | 86.750000 | 15.030000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.150000 | 438.400000 | 83.400000 | 23.490000 | 355.000000 |
| HMS Networks | 2 | 0.900000 | 718.400000 | 45.400000 | 6.750000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.070000 | 269.760000 | 23.760000 | 9.660000 | 246.000000 |
| OEM International B | 7 | 1.830000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Nordea Bank Abp | 29 | 0.660000 | 3471.880000 | 17.880000 | 0.520000 | 3453.999992 |
| Coor Service Management Hold. | 8 | 0.370000 | 548.000000 | 16.000000 | 3.010000 | 532.000000 |
| Intrum | 4 | 1.800000 | 542.000000 | 15.000000 | 2.850000 | 527.000000 |
| Midsona B | 63 | 0.960000 | 597.870000 | 14.870000 | 2.550000 | 582.999984 |
| MedCap | 2 | 1.650000 | 431.000000 | 10.000000 | 2.380000 | 421.000000 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| Norva24 Group | 16 | -0.290000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| AcadeMedia | 12 | 0.680000 | 565.200000 | 8.200000 | 1.470000 | 557.000004 |
| Eastnine | 4 | -1.420000 | 498.400000 | 7.400000 | 1.510000 | 491.000000 |
| Karnov Group | 9 | -1.790000 | 541.800000 | 5.800000 | 1.080000 | 536.000004 |
| Resurs Holding | 22 | -1.020000 | 579.040000 | 5.040000 | 0.880000 | 573.999998 |
| Essity B | 2 | 0.350000 | 578.400000 | 4.400000 | 0.770000 | 574.000000 |
| Boozt | 12 | -0.720000 | 1658.400000 | 4.400000 | 0.270000 | 1653.999996 |
| Securitas B | 6 | 1.230000 | 570.600000 | 0.600000 | 0.110000 | 570.000000 |
| Creaspac SPAC | 6 | -0.310000 | 577.200000 | 0.200000 | 0.030000 | 577.000002 |
| Handelsbanken A | 5 | -0.050000 | 545.500000 | -0.500000 | -0.090000 | 546.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.370000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Swedbank A | 3 | -0.370000 | 558.900000 | -5.100000 | -0.900000 | 564.000000 |
| CTEK | 13 | 0.150000 | 518.700000 | -15.300000 | -2.870000 | 533.999999 |
| SAAB B | 8 | 2.100000 | 3351.200000 | -25.800000 | -0.760000 | 3377.000000 |
| International Petroleum Corp. | 5 | 2.500000 | 533.500000 | -61.070000 | -10.270000 | 594.565215 |
| Vivesto | 1368 | 1.950000 | 543.920000 | -69.080000 | -11.270000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3773.000000 | -77.000000 | -2.000000 | 3850.000000 |
| OX2 | 18 | -1.640000 | 1509.300000 | -154.700000 | -9.300000 | 1663.999992 |
| Axfood | 13 | 0.180000 | 3562.000000 | -194.000000 | -5.170000 | 3756.000001 |
| Ovzon | 52 | 4.170000 | 3120.000000 | -242.000000 | -7.200000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.510000 | 3447.500000 | -363.500000 | -9.540000 | 3810.999990 |
| TOTAL | 46465.250000 | -423.320000 | -1.58289% | 46888.564618 |
Updated:¶
'2023-01-16 12:20:11.428777'
None
Last optimization/rebalancing:¶
'2023-01-14'
Next optimization/rebalancing:¶
'2023-02-23'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
